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JFS Wealth Advisors’s Clearway Energy Class C CWEN Stock Holding History

JFS Wealth Advisors’s Portfolio CWEN Stock Details CWEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.07K Buy
119
+47
+65% +$1.82K ﹤0.01% 1359
2026
Q1 		$2.83K Sell
72
-1,617
-96% -$60.4K ﹤0.01% 1406
2025
Q4 		$56.2K Buy
1,689
+16
+1% +$532 ﹤0.01% 490
2025
Q3 		$47.3K Buy
1,673
+1,625
+3,385% +$49.2K ﹤0.01% 516
2025
Q2 		$1.54K Sell
48
-3
-6% -$90 ﹤0.01% 1459
2025
Q1 		$1.54K Hold
51
– – ﹤0.01% 1550
2024
Q4 		$1.33K Buy
51
+5
+11% +$138 ﹤0.01% 1619
2024
Q3 		$1.41K Buy
46
+1
+2% +$28 ﹤0.01% 1606
2024
Q2 		$1.11K Hold
45
– – ﹤0.01% 1645
2024
Q1 		$1.04K Buy
45
+1
+2% +$24 ﹤0.01% 1651
2023
Q4 		$1.21K Buy
+44
New +$1.03K ﹤0.01% 1599
2023
Q3 		– Sell
-37
Closed -$1.06K – 1973
2023
Q2 		$1.06K Buy
37
+12
+48% +$363 ﹤0.01% 1586
2023
Q1 		$784 Sell
25
-23
-48% -$739 ﹤0.01% 1644
2022
Q4 		$1.53K Sell
48
-3
-6% -$101 ﹤0.01% 1473
2022
Q3 		$2K Buy
51
+4
+9% +$147 ﹤0.01% 1301
2022
Q2 		$2K Buy
47
+6
+15% +$202 ﹤0.01% 1299
2022
Q1 		$1K Buy
41
+24
+141% +$817 ﹤0.01% 1615
2021
Q4 		$1K Buy
+17
New +$601 ﹤0.01% 1316

Other funds holding CWEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JFS Wealth Advisors's CWEN Position: Q2 2026 in Review

JFS Wealth Advisors increased its Clearway Energy Class C (CWEN) stake by 65% in Q2 2026, buying an estimated $1.82K and bringing the position to 119 shares worth $4.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

JFS Wealth Advisors first reported a position in CWEN in Q4 2021 and has held it in 18 quarters since. The position peaked at $56.2K in Q4 2025. 481 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

  • JFS Wealth Advisors held 119 shares of Clearway Energy Class C worth $4.07K as of Q2 2026.
  • JFS Wealth Advisors bought 47 Clearway Energy Class C shares in Q2 2026, an estimated $1.82K.
  • Clearway Energy Class C made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1359 holding.
  • JFS Wealth Advisors first reported a position in Clearway Energy Class C in Q4 2021 and has held it in 18 quarters since.
  • JFS Wealth Advisors's Clearway Energy Class C position peaked at $56.2K in Q4 2025.
  • 481 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.